AIM
PHX

Acrospire Investment Management’s PHX Minerals PHX Stock Holding History

Acrospire Investment Management’s Portfolio PHX Stock Details PHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,399
Closed -$32K – 1055
2017
Q2 		$32K Buy
1,399
+941
+205% +$19.1K 0.03% 1242
2017
Q1 		$9K Sell
458
-5,620
-92% -$115K 0.01% 1893
2016
Q4 		$143K Buy
6,078
+4,006
+193% +$85.2K 0.06% 658
2016
Q3 		$36K Sell
2,072
-700
-25% -$11.8K 0.02% 1250
2016
Q2 		$46K Buy
2,772
+707
+34% +$11.9K 0.03% 1123
2016
Q1 		$36K Buy
+2,065
New +$31.8K 0.02% 1204

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acrospire Investment Management's PHX Position: Q3 2017 in Review

Acrospire Investment Management sold out of PHX Minerals (PHX) in Q3 2017, closing a stake of 1,399 shares — an estimated $32K sold.

Acrospire Investment Management first reported a position in PHX in Q1 2016 and held it in 6 quarters. The position peaked at $143K in Q4 2016. 76 funds tracked by Wall St. Rank hold PHX as of Q3 2017.

  • Acrospire Investment Management reported no remaining PHX Minerals position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,399 PHX Minerals shares in Q3 2017, an estimated $32K.
  • Acrospire Investment Management first reported a position in PHX Minerals in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's PHX Minerals position peaked at $143K in Q4 2016.
  • 76 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.